MAI Capital Management
Position in OXY — Occidental Petroleum Corp /De/
CIK 1040197
INDEPENDENCE, OH
Position in OXY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,549,275
+$889,299 QoQ
Shares Held
23,835
+48.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 13.941682399832182.ToString("F0")%
Shared 0.ToString("F0")%
None 86.05831760016783.ToString("F0")%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Derivatives in OXY
reported options exposure · as of Mar 31, 2026CallValue
$32,500
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026MAI Capital Management holds $35,799,983 across 45 Oil & Gas E&P names. OXY ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
161,993 | $21,383,076 | |
| 2 | EOG |
Eog Resources Inc
|
22,585 | $3,265,113 | |
| 3 | FANG |
Diamondback Energy, Inc.
|
15,847 | $3,134,378 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
This page
|
23,835 | $1,549,275 | |
| 5 | EXE |
EXPAND ENERGY Corp
|
7,261 | $797,112 | |
| 6 | DVN |
Devon Energy Corp/De
|
15,574 | $783,683 | |
| 7 | TPL |
Texas Pacific Land Corp
|
1,613 | $765,465 | |
| 8 | EQT |
EQT Corp
|
9,941 | $632,645 |
All Filings in OXY
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,549,275 | 23,835 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $32,500 | 500 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $20,560 | 500 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $659,976 | 16,050 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $562,369 | 11,902 | Shares | Sole | 2025-11-10 | |
| 2025-09-30 | $23,625 | 500 | Call | Sole | 2025-11-10 | |
| 2025-06-30 | $21,005 | 500 | Call | Sole | 2025-08-12 | |
| 2025-06-30 | $478,914 | 11,400 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $737,438 | 14,940 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $24,680 | 500 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $671,383 | 13,588 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $24,705 | 500 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $673,524 | 13,068 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,022,724 | 16,226 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,097,746 | 16,891 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $966,466 | 16,186 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $718,026 | 11,067 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $659,500 | 11,216 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $588,652 | 9,429 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $506,313 | 8,038 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $444,467 | 7,233 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $412,572 | 7,007 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $403,761 | 7,116 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $219,541 | 7,573 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $238,503 | 8,063 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $455,228 | 14,558 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $389,344 | 14,626 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $255,374 | 14,753 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $181,111 | 15,640 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||